Privacy Policy & Disclaimer

Your privacy is important to us and maintaining your trust and confidence is one of our highest priorities. We respect your right to keep your personal information confidential and understand your desire to avoid unwanted solicitations. We hope that you take a few moments to read our disclosure and understand what we do with the information you provide us and how we keep it private and secure.

Types of Information We Collect

We collect certain personal information that is provided to us by you or is obtained by us with your authorization. We use that information to prepare your personal income tax returns and to provide financial planning services to you.

Parties to Whom we Disclose Information

As a general rule, we do not disclose personal information about our clients or former clients to anyone. However, to the extent permitted by law and any applicable state Code of Professional Conduct, certain nonpublic information about you may be disclosed. Permitted disclosures include, for instance, providing information to our employees and unrelated third parties who need to know that information to assist us in providing services to you. In all such situations, we stress the confidential nature of the information being shared.

Confidentiality and Security of Nonpublic Personal Information

Except as otherwise described in this notice, we restrict access to nonpublic personal information about you to employees of our firm and other parties who must use that information to provide services to you. We also maintain safeguards to protect your personal information that comply with our professional standards.  We have institued every possible precaution to ensure that all of your data an materials are safe as long as they are under our control.

Thank you for allowing us to serve your accounting, tax and financial planning needs. We value your business and are committed to your privacy. We hope you view our firm as your most trusted adviser and we will work to continue earning your trust. Please do not hesitate to call us if you have any questions or if we can be of further service.

Bontrager Consulting, LLC